Focus Partners Wealth
IJR icon

Focus Partners Wealth’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Focus Partners Wealth’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$216M Sell
1,736,782
-8,872
-0.5% -$1.13M 0.24% 93
2025
Q4 		$210M Buy
1,745,654
+677,198
+63% +$81M 0.24% 88
2025
Q3 		$127M Buy
1,068,456
+132,878
+14% +$15.3M 0.2% 90
2025
Q2 		$102M Buy
935,578
+53,714
+6% +$5.55M 0.22% 97
2025
Q1 		$92.2M Sell
881,864
-158,246
-15% -$17.9M 0.23% 91
2024
Q4 		$120M Buy
1,040,110
+635,113
+157% +$75.9M 0.31% 64
2024
Q3 		$47.4M Sell
404,997
-1,106,039
-73% -$125M 0.15% 147
2024
Q2 		$161M Buy
1,511,036
+806,942
+115% +$86.3M 0.54% 39
2024
Q1 		$77.8M Buy
704,094
+391,218
+125% +$41.5M 0.63% 32
2023
Q4 		$33.9M Buy
+312,876
New +$30.2M 0.44% 54

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Focus Partners Wealth's IJR Position: Q1 2026 in Review

Focus Partners Wealth reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 0.51% in Q1 2026, selling an estimated $1.13M and leaving 1,736,782 shares worth $216M. The position accounts for 0.24% of the portfolio, ranked #93.

Focus Partners Wealth first reported a position in IJR in Q4 2023 and has held it in 10 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • Focus Partners Wealth held 1,736,782 shares of iShares Core S&P Small-Cap ETF worth $216M as of Q1 2026.
  • Focus Partners Wealth sold 8,872 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $1.13M.
  • iShares Core S&P Small-Cap ETF made up 0.24% of Focus Partners Wealth's portfolio in Q1 2026, its #93 holding.
  • Focus Partners Wealth first reported a position in iShares Core S&P Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.